A facet of getting older is dealing with where you are going to live out your life. Many of our clients are making different decisions on where they are going to live as they get older. One option is a Continuing Care Retirement Community which provides a wide range of services and care throughout the latter stages of life.
Qualified Charitable Distributions (QCDs): Maximize Your Giving While Minimizing Taxes
Learn how Qualified Charitable Distributions (QCDs) can reduce your taxable income while supporting your favorite charities. Perfect for retirees looking to maximize their retirement savings.